Cory provides a prudent approach to wealth management by generating sound financial plans for his clients. This blueprint is designed using the client's goals, risk temperament and market conditions to ensure the client receives proper guidance. His strength is in providing direction to professionals who are looking to manage and grow their wealth separate from their businesses.
Cory has grown up in the financial services industry and has seen firsthand the impact a quality financial advisor can have on people's lives. Over time, he has also been able to observe different market cycles, and how different asset classes react during each phase of the cycle.
Beginning in 2013, Cory spent time working in different departments at Raymond James headquarters, including Equity Research, Fixed Income Trading and Asset Management Services. His experience at the home office has allowed him to build a foundation of knowledge and strategies he can provide to his clients.
Cory earned his degree in public finance from Indiana University and holds his Series 7 and 66 securities licenses. He joined Vantage Point Advisors of Raymond James in 2016.
Outside the office, Cory is quite active in his hometown community. He is a member of the Tampa Connection, the Westshore Alliance, the Young Adult Division of the Tampa Jewish Community Center and Federation, the Tampa Preparatory School Alumni Association and the Indiana University Alumni Association. Cory is also a member of the social club, New Town Connections.
In his free time, Cory enjoys playing golf and softball as well as supporting Tampa's professional sports teams.
“I take great pride in helping professionals strategize and attain their financial objectives.”